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Registration Statement for a Charitable Organization: (Form 102)

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Registration Statement for a Charitable Organization: (Form 102) VIRGINIA DEPARTMENT OF AGRICULTURE AND CONSUMER SERVICES VIRGINIA DEPARTMENT OF AGRICULTURE AND CONSUMER SERVICES OFFICE OF CHARITABLE AND REGULATORY PROGRAMS PO Box 526, Richmond, VA 23218-0526 Phone: 804-786-1343 • www.vdacs.virginia.gov OCRP-102 Revised 04/21 REMITTANCE FORM CHARITABLE ORGANIZATION FORM 102 YOU MUST USE THIS FORM TO RECEIVE PROPER CREDIT OF YOUR FEE(S) Organization name: Address: Federal Employer Identification Number: REGISTRATION FEE AMOUNT Your annual registration, which includes the annual fee payment, is due every year, five months and fifteen days from the end of the organization’s most recently completed fiscal year, unless the organization has requested an extension of either three months or six months to file. Initial: First time registrants pay a $100 initial fee. If the organization has prior financial history, the organization is also required to pay an annual fee. Organizations with no financial history are not required to pay an annual fee. Late: If your registration has lapsed, you will be required to pay the $100 late fee and the annual registration fee. You will never pay an initial and late registration fee at the same time. Annual: See page seven of Form 102 for annual registration fee calculations. Initial Registration Fee ($100): $ (910-02184) Late Registration Fee ($100): $ (910-02184) Annual Registration Fee: $ (910-02619) (See pg. 7 of Form 102) Total Fees: $ To assist us in tracking your payment, please enter your Check Number: MAKE CHECKS PAYABLE TO: TREASURER OF VIRGINIA The Code of Virginia authorizes state agencies to assess interest, administrative charges and penalty fees for returned checks and past-due accounts in accordance with guidelines promulgated by the Department of Accounts. PLEASE ATTACH COMPLETED REMITTANCE FORM TO FRONT OF REGISTRATION FORM WITH CHECK ATTACHED AND MAIL TO: Virginia Department of Agriculture and Consumer Services P.O. Box 526 Richmond, VA 23218-0526 VIRGINIA DEPARTMENT OF AGRICULTURE AND CONSUMER SERVICES OFFICE OF CHARITABLE AND REGULATORY PROGRAMS PO Box 526, Richmond, VA 23218-0526 Phone: 804-786-1343 • www.vdacs.virginia.gov OCRP-102 Revised 04/21 Form 102, Page 1 REGISTRATION STATEMENT FOR A CHARITABLE ORGANIZATION FORM 102 Please choose the type of registration: Initial Registration OR Annual Renewal Unless otherwise noted, all information provided on this form and attachments must be for the CURRENT fiscal year. Financial reports (except budgets) will be for the most recently completed fiscal year. Any change in information filed must be submitted to the Office of Charitable and Regulatory Programs (OCRP) within seven (7) days of the change. All questions MUST be answered. If a question does not apply, then indicate "NO or "N/A". Failure to properly complete this form or to submit all additional documentation required by any applicable section of the Rules Governing the Solicitation of Contributions will result in an incomplete registration. Your organization may not solicit in the Commonwealth of Virginia until it is properly registered. 1. Organization’s legal name: 2. List any other names under which you may solicit contributions in Virginia: 3. Required primary address: City State Zip Code "Primary address" means the bona fide physical street address of the organization or sole proprietor. P.O. Boxes will not be accepted. Pursuant to §57-49.2 of the Code of Virginia, if the organization does not maintain an office, use the address of the person having custody of its financial records. 4. Does the organization maintain any other offices in Virginia? Yes No If "Yes," then attach a list of the addresses and telephone numbers for those offices. “Other offices” will include locations where the organization may administer a program or house administrative functions. “Other offices” will not include the names and addresses of chapters, branches or affiliates soliciting in Virginia, as provided in response to question 7 of this form. 5. Mailing address if different from primary address above: City State Zip Code 6. Other contact information: Telephone, including area code Fax, including area code Internet URL Organization’s official e-mail address* *The Official E-mail address entered above will be used for the notifications unless alternate email preference is indicated here: REGISTRATION STATEMENT FOR A CHARITABLE ORGANIZATION Revised 04/21 Form 102, Page 2 7. Locations of other chapters, branches, affiliates: Does the organization have any chapters, branches or affiliates in Virginia? Yes No If “Yes,” i) Attach a list of the affiliates’ names, addresses and telephone numbers. ii) Are the income and expenses of these affiliates included in your organization’s financial statement? Yes No If “Yes,” a joint registration may be issued to the parent organization which would apply to those subordinate organizations whose finances are reported jointly with the parent organization. Please refer to 2VAC5-610-30 of the Rules Governing the Solicitation of Contributions for information regarding whether the parent qualifies to file a consolidated or joint registration. 8. Please check one: Type of organization Corporation Partnership Other (specify): 9. Date of incorporation or formation: 10. In what city was the organization legally established? City State 11. What is the main purpose of the charitable organization? 12. Name and address of designated agent for receipt of process (service of legal documents) within the Commonwealth of Virginia. NOTE: If no agent is designated, the organization shall be deemed to have designated the Secretary of the Commonwealth. Name and Company Name Address City State Zip Code 13. Organization’s fiscal year: a) Dates of the CURRENT fiscal year: From: To: b) Has the organization recently changed its fiscal year? Yes No If "Yes," then provide the dates of the “short” fiscal year: From: To: 14. Is the organization exempt under the Internal Revenue Code? Yes No REGISTRATION STATEMENT FOR A CHARITABLE ORGANIZATION Revised 04/21 Form 102, Page 3 15. Key personnel: a) Full name and title of the individuals having signatory power over the organization’s funds: b) Full name and title of the individuals who approve the organization’s budget: c) Has the organization, or any officer, professional fund-raiser or professional solicitor thereof, ever been convicted of a felony? Yes No If “Yes,” then attach a statement providing a description of the pertinent facts. d) For the CURRENT fiscal year, attach a listing of the organization’s officers, directors, trustees, and principal salaried executive staff which includes names, addresses, and titles. We will not accept the listing provided in the IRS Form 990. Note: Your registration will be considered incomplete if the listing does not include titles. Addresses are not required if the named individuals are to be contacted at the organization's primary address. 16. Financial statements – please complete the following calculations using your financials from the most recently completed fiscal year: 16(A): Percentage of fundraising expenses: 1) Total amount of contributions received directly from the public: (found on the IRS Form 990, Page 9, Part VIII, line 1h / 990EZ, Page 1, Part 1, $ Line 1 (less government grants) 2) Total spent on fundraising, including contracts with professional fund- raising counsel or professional solicitors: (found on IRS Form 990, Page $ 10, Part IX, Line 25, Column D / 990EZ, Page 1, Part 1, Line 13) 3) Percent of fundraising expenses: (found on IRS Form 990, Page 10, Part IX, Line 25, Column B, (found on form, OCRP-102, Line 16A(2) divided % by Line 16A(1)) 4) For federated fundraising organizations ONLY: State the percentage % withheld from a donation designated for a member agency. 16(B): Percentage of charitable services expenses: 1) Total amount of expenses dedicated to providing charitable services: (found on IRS Form 990, Page 10, Part IX, Line 25, $ Column B / 990EZ, Page 2, Part III, Line 32) 2) Total amount of expenses of the organization: (found on IRS Form 990, Page 10, Part IX, Line 25, Column A / 990EZ, Page 1, $ Part 1, Line 17) 3) Percent of program services expenses: (found on this form, % OCRP-102, Line 16B(1) divided by Line 16B(2)) REGISTRATION STATEMENT FOR A CHARITABLE ORGANIZATION Revised 04/21 Form 102, Page 4 16(C): Percentage of administrative expenses: Total amount of expenses dedicated to administrative costs: (found on IRS 1) Form 990, Page 10, Part IX, Line 25, Column C / 990EZ, Page 1, Part 1, $ Line 12) Total amount of expenses of the organization: (found on IRS From 990, 2) $ Page 10, Part IX, Line 25, Column A / 990EZ, Page 1, Part 1, Line 17) 3) Percent of administrative expenses: (found on this form, OCRP-102, Line 16C(1) divided by Line 16C(2)) % 17. Does the organization intend to solicit contributions from the public directly (including corporate grant proposals, door- to-door or telephone solicitations, special events, direct mail, etc.)? Yes No 18. Does the organization intend to have others outside the organization (e.g. volunteers, federated fund- raising organizations, etc.) conduct solicitations on its behalf? Yes No 19. For the current fiscal year, has your organization entered into an agreement or contract with any person(s) to conduct any aspects (including planning, managing, or carrying out) of a completed, current or upcoming solicitation? Yes No If “Yes” to question 19, please indicate the arrangement with your agency by checking below: X Category Type of Arrangement A A bona fide, salaried officer or employee of the charitable organization or its parent organization B An outside consultant or professional fundraising counsel C A paid professional solicitor If in Question 19 either B or C are checked, then please provide the following information: a) List the name and address(es) of the professional fundraising counsel or professional solicitor(s) and note the date of each contract that was previously submitted to the Commissioner: b) Attach a copy of the organization’s current fundraising contract(s) that were not previously submitted as required by Section 57-54 of the Code of Virginia.
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